Cerity Partners’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Cerity Partners’s Portfolio VLU Stock Details VLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$202K	Buy	+940	New	+$206K	﹤0.01%	2877

Other funds holding VLU

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NFG

Nadler Financial Group Deerfield, Illinois $1.04B AUM 19.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Cerity Partners's VLU Position: Q1 2026 in Review

Cerity Partners opened a new position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q1 2026: 940 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #2877 among its holdings.

104 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

Cerity Partners held 940 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $202K as of Q1 2026.
State Street SPDR S&P 1500 Value Tilt ETF was a new Cerity Partners position in Q1 2026.
State Street SPDR S&P 1500 Value Tilt ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2877 holding.
104 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.